Sound Income Strategies’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Sound Income Strategies’s Portfolio XRT Stock Details XRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-59	Closed	-$4.75K	–	2431
2026 Q1	$4.75K	Buy	+59	New	+$5.06K	﹤0.01%	1847
2024 Q1	–	Sell	-46	Closed	-$3.33K	–	1462
2023 Q4	$3.33K	Buy	+46	New	+$2.92K	﹤0.01%	961

Other funds holding XRT

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Sound Income Strategies's XRT Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P Retail ETF (XRT) in Q2 2026, closing a stake of 59 shares — an estimated $4.75K sold.

Sound Income Strategies first reported a position in XRT in Q4 2023 and held it in 2 quarters. The position peaked at $4.75K in Q1 2026. 25 funds tracked by Wall St. Rank hold XRT as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR S&P Retail ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 59 State Street SPDR S&P Retail ETF shares in Q2 2026, an estimated $4.75K.
Sound Income Strategies first reported a position in State Street SPDR S&P Retail ETF in Q4 2023 and held it in 2 quarters.
Sound Income Strategies's State Street SPDR S&P Retail ETF position peaked at $4.75K in Q1 2026.
25 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.